Global TradFi & Macroeconomics

On Monday morning (Sept 7), Shanghai Gold Exchange Gold T+D dropped 1.61% to 951.16 yuan per gram at market opening, while Silver T+D fell 1.46% to 16,010 yuan per kilogram.

According to Business Insider, on September 6, economist Nouriel Roubini warned that an escalating Iran-U.S. conflict and prolonged Strait of Hormuz blockade could significantly impact inflation and interest rates, despite potential AI-driven economic growth. He flagged oil supply disruptions,

According to Yonhap Infomax, iM Financial's Chief Financial Officer said on Sept 7 that the group achieved significant improvements in capital metrics and profitability over the past two years. The bank raised its CET1 ratio by over 100 basis points to 12.27% while cutting its credit cost ratio

On Tuesday morning (September 7), Chinese commodity futures traded mostly higher, with synthetic rubber leading gainers by surging over 5%. Caustic soda rose over 3%, while 20 rubber and soda ash each gained nearly 3%. Natural rubber climbed over 2%. Among decliners, Shanghai gold and Shanghai

According to BlockBeats, Vida CEO Lyle Pratt and Solana Foundation product lead vibhu discussed creating a meme coin issuance platform on September 7. Pratt proposed that a meme coin could indirectly contribute to the underlying company's treasury through trading fees or licensing agreements.

According to Jin10, as of 08:45 on September 7, the CFETS-NEX nationwide money market sentiment index fell to 48, down 1 point from 16:00 yesterday. Among major banks, mid-sized banks, and non-bank institutions, the sentiment indices stood at 47, 49, and 47 respectively, each declining 1 point.

According to China Jinlian Creative Investment, as of September 7 (the sixth working day of the current pricing cycle), reference crude oil averaged $91.25 per barrel, representing a 4.04% increase. Based on this, domestic gasoline and diesel retail prices are expected to rise by 200 yuan per ton, w

Eugene Private Equity sold 14 million shares of Woori Financial Group via block deal on May 2nd, reducing its stake from 3.97% to 2.07% in a 465 billion won transaction. The sale marks the beginning of investment recovery five years after Eugene PE acquired a 4% stake from Korea Deposit Insurance

According to U.S. reports, the Kylo tanker sank in the Gulf of Oman today (September 7).

According to Yonhap Infomax, U.S. stock and bond markets closed on September 7 for Labor Day, with no trading activity. In the previous session on September 4, all three major U.S. indices declined: the S&P 500 fell 0.38%, the Dow Jones Industrial Average dropped 0.51%, and the Nasdaq fell 0.29%.

According to ChainCatcher, Amazon recently raised its 2026 capital expenditure forecast from $200 billion to $220 billion, primarily for AI infrastructure. The increase will fund data centers, servers, and networking equipment as AWS expands AI server shipments with key supply chain partners

According to a Goldman Sachs research report released on April 17, 2026, the total addressable market (TAM) for optical networking in artificial intelligence infrastructure is projected to expand 9-fold to $154 billion by 2028, driven by the need to connect multiple chips and unlock computing

Société Générale recommends buying Korean government bonds when the 3-year yield reaches 4.05%, according to a recent report by SG researcher Sung Ki-yong. Korean 3-year government bond yields have risen to 3.93% and 10-year yields to 4.37% as markets price in potential additional Federal Reserve rate hikes alongside persistent geopolitical risks and rising oil prices. The investment bank's strategy centers on the gap between market rates and the Bank of Korea's expected terminal rate, which SG

According to Jin10 Futures, Iran announced plans to establish an exclusion zone in waters beyond the Strait of Hormuz in coming days. The country also indicated it will soon sign a related agreement with Oman regarding the strategic waterway. International crude oil prices opened slightly higher in

According to SG, South Korea's 3-year government bond yields recently reached 3.93%, while 10-year yields rose to 4.37%, driven by expectations of further U.S. Federal Reserve rate hikes and geopolitical risks. SG analyst Sung Ki-yong recommended a buying opportunity when 3-year yields reach 4.05%,

According to Bloomberg, Blue Owl Capital recently considered launching a publicly listed real estate investment trust (REIT) focused on data centers, seeded with approximately $6.5 billion of its own capital. The vehicle would raise additional funds through an initial public offering and

According to Jin10 Futures, U.S. and Iranian forces escalated military operations near the Strait of Hormuz on September 7, sparking significant attention in global oil markets. Despite heightened tensions, the current conflict has not caused direct damage to Middle East energy infrastructure, and c

Spot platinum declined 0.08% while spot palladium gained 0.10% as of 8:30 AM Beijing time on September 7.

According to CCTV News, on September 5, the U.S. military struck three Iranian tankers amid ongoing military tensions. In response, Iran attacked multiple tankers and U.S. vessels in the Persian Gulf, warning ships to avoid unauthorized navigation routes. Regional analysts note that with no

Hana Securities researcher Sim Eun-ju maintained a positive outlook on K-food stocks including Samyang Foods, Nongshim, and Binggrae in a report released on the 7th, citing strong earnings momentum as semiconductor large-cap stocks pause. The analyst highlighted ramen and ice cream companies as